Integrated Wealth Management’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-124
| Closed | -$7K | – | 416 |
|
|
2016
Q3 | $7K | Hold |
124
| – | – | ﹤0.01% | 830 |
|
|
2016
Q2 | $7K | Hold |
124
| – | – | ﹤0.01% | 839 |
|
|
2016
Q1 | $6K | Sell |
124
-103
| -45% | -$4.98K | ﹤0.01% | 807 |
|
|
2015
Q4 | $11K | Hold |
227
| – | – | ﹤0.01% | 740 |
|
|
2015
Q3 | $10K | Buy |
227
+103
| +83% | +$4.54K | ﹤0.01% | 756 |
|
|
2015
Q2 | $7K | Hold |
124
| – | – | ﹤0.01% | 870 |
|
|
2015
Q1 | $6K | Buy |
+124
| New | +$6K | ﹤0.01% | 884 |
|